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Harvest Group Wealth Management’s Resources Connection RGP Stock Holding History

Harvest Group Wealth Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17
Closed – – 555
2020
Q4 		$0 Hold
17
– – ﹤0.01% 825
2020
Q3 		$0 Hold
17
– – ﹤0.01% 785
2020
Q2 		$0 Hold
17
– – ﹤0.01% 785
2020
Q1 		$0 Buy
+17
New +$231 ﹤0.01% 909

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's RGP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Resources Connection (RGP) in Q1 2021, closing a stake of 17 shares.

Harvest Group Wealth Management first reported a position in RGP in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 133 funds tracked by Wall St. Rank hold RGP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Resources Connection position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 17 Resources Connection shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Resources Connection in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Resources Connection position peaked at $0 in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Resources Connection as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.